See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,487 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,410 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,519 | $89,355-25.6% | $141,162-52.9% | $72,985-8.9% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 22.80% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,217 | $3,114-60.9% | $4,735-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $3,276 | $5,418-39.5% | $6,709-51.2% | $3,607-9.2% |
| Admin fee / account holder | $370 | $5,958-93.8% | $10,261-96.4% | $5,124-92.8% |